Wealth Advisor - Holistic, Client-First Planning

Aumni; United States; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in the United States to offer comprehensive financial planning and advice to individuals and families. This role involves building strong client relationships and delivering personalized investment solutions, requiring at least 2 years of financial services experience and a Series 7 and 66 licenses. The position supports clients throughout their financial journeys, emphasizing both client education and integrating technology into service. Competitive salary and comprehensive benefits are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to achieve goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Embrace digital innovations to enhance client experience.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Education

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in the United States to offer comprehensive financial planning and advice to individuals and families. This role involves building strong client relationships and delivering personalized investment solutions, requiring at least 2 years of financial services experience and a Series 7 and 66 licenses. The position supports clients throughout their financial journeys, emphasizing both client education and integrating technology into service. Competitive salary and comprehensive benefits are offered.